Tutorial

LeadConnector - Property Updates for GHL leads

Create and customize your white-labeled IDX email updates

  1. App Setup

    The first time you go to LeadConnector - Property Updates for GHL leads, you will see a button that says "Connect HighLevel".

    Click on the button and you will be redirected to the HighLevel page to select the sub-account you want to connect.

    After selecting the sub-account, you will be redirected to IDXAddons to finish the setup. Click on "Install".

    This will create the custom fields in your HighLevel account.

    Once the app is installed, you will see a green checkmark.

  2. Snapshot

    In IDXAddons, go to LeadConnector Webhook & Workflows and copy the link to get the Snapshot that contains the workflows.

    Open the link in a new tab and click on "Yes! Import now".

    You will see the Imported Snapshot in your LeadConnector's Snapshot page.

    Now go to your sub-accounts in HighLevel.

    Select the one where you want to import the workflows and click on "Manage Client".

    On the top right corner, click on Actions > Load Snapshot.

    A wizard will appear.

    Select the Snapshot you want to import and click on "Proceed".

    All assets found in the Snapshot will be listed. Click on "Proceed" to import all of them or select the ones you want to import and click on "Proceed".

    For this app to work, you need to import the following assets:

    • Email Builder Templates: Lead Email Templates (Saved Search) - scheduled mailout
    • Workflow: Lead Emails Mailout - saved searches for a lead

    If no conflicts are found, you will see "No Conflicts Detected". Click on "Proceed" to import the assets.

    GHL will start importing the assets. This may take a few minutes and you will be notified when it's done.

    If you go to the sub-account's Automations > Workflows, you will see the imported workflow Lead Emails Mailout - saved searches for a lead

    If you go to the sub-account's Marketing > Emails > Templates, you will see the imported email template Lead Email Templates (Saved Search) - scheduled mailout

  3. Publish workflow

    Click on the workflow to see the details.

    You can edit the workflow and change the settings if you want to. Don't forget to publish the workflow and save the settings.

    The published workflow will look like this:

  4. Edit email template

    To edit the email included in the workflow, go to Marketing > Email Templates and select the email template Lead Email Templates (Saved Search) - scheduled mailout.

    You can edit the email and change the settings if you want to.